里昂证券亚太市场(CLSA Asia-Pacific Markets)位居榜首亚博赞助欧冠机构投资者的第一支全印度销售团队,紧随其后的是摩根士丹利(Morgan Stanley),位居第二。Kotak证券位居第三,是该团队中排名最高的国内公司。排在前五名的还有花旗集团(Citi)和摩根大通(J.P. Morgan),分别位列第四和第五。一位里昂证券员工驻香港的粉丝表示:“他们回答问题的敏捷和出色的研究,让他们变得很有价值。”(被调查者的名字和他们为之工作的机构都是保密的,以确保他们能继续合作。)另一位满意的顾客肯定道:“他们真的很了解自己的东西,他们来找我的时候会带着符合我的投资哲学的想法,而不仅仅是每月的口味建议。”孟买的古普塔(Manish Gupta)领导着这个七人小队,他们的成员分别驻扎在孟买、纽约和新加坡。“我们努力成为客户的耳目,”他表示。“通过我们最新的产品——印度现实研究(India Reality Research),我们在20多个城镇和城市设有分支机构,我们试图在趋势出现在经济统计数据之前揭示它们。”一些基金经理专门挑出个人给予特别表扬。 Melrick D’Souza “is well plugged in with on-the-ground color from India,” says one, while another insists that “Sang Gupta is one of the best salespeople on Wall Street — exceptionally energetic, imaginative and relationship-oriented.” That’s all part of the plan, the sales director says. “We treat clients as clients and not as counterparties,” Gupta asserts. “We are focused on independent broking and are dedicated to the highest-quality client service.” So is the team at Morgan Stanley, according to Sanjay Shah, who leads the seven-member, Mumbai-based crew. “As sell-side services get commoditized because of the increased level of competition, it is important to constantly differentiate ourselves and impress clients as an innovative and a consistent sales service provider,” he explains. “This demands the salesperson to be an ‘all-rounder’ by having sufficient in-depth knowledge of various asset classes, and leveraging the firm’s regional and global intellectual property.” Buy-side backers have noticed the difference. “Their responses are speedy and actionable,” says one U.S.-based advocate. “They appear to be smarter in the way they frame their conclusions — other sales teams just offer their thoughts and then a buy or sell call when you ask.” Observes one portfolio manager in the Middle East: “They are approachable for any type of query, and they reply quickly and knowledgeably. Also they strive to get access to research team and company meetings.” “We recognize that corporate access is an important component of our product suite,” Shah says. “Over time Indian market performance has been increasingly influenced by the global macro and regional backdrop. It’s been an important transition for specialist country sales like us to focus on these issues and educate the investment community through industry conferences, bespoke trips and inbound client trips — with an enhanced focus on corporates, policymakers and think tanks.” Sumana Mallick in particular “has been very active in setting up calls with analysts and helping us get models and data as needed,” according to one customer. One Europe-based backer insists that “Saumya Srivastav is THE salesperson. She provides timely ideas and good summaries of intraday action in the Indian market, is very much available to discuss a wide array of topics given her experience and is pro-active in putting investors in contact with her analysts.”
II问2012年全印度研究团队的参与者告诉我们哪些公司将该国的最佳销售团队领域。我们收到了近250家公司的约420个买楼的答复,共同管理估计的1380亿美元的印度股票资产。大约78%的人民在研究团队调查中投票,代表了82%的参加的买方机构,回答了我们关于最佳销售团队的问题。